FJP Portfolio Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FJP Portfolio Management provides fee-based, discretionary investment management for individuals, high‑net‑worth individuals, trusts, IRAs, and small‑business retirement plans, overseeing about $29.4 million across 23 client accounts. Accounts are custodied at Charles Schwab and fees are charged as a percentage of assets; the firm requires a $75,000 minimum for new accounts with limited waivers.
The firm’s investment approach emphasizes long‑term total return with a buy‑and‑hold orientation informed by fundamental, value‑driven analysis (discounted cash flow, price‑earnings, growth and cash‑flow metrics). Risk is managed through position sizing (a 10% limit on any equity at purchase, though positions may grow larger with appreciation), selective use of mutual funds, bonds, ETFs and cash equivalents, and discretionary rebalancing subject to client instructions.
Distinctive features include a long operating history (registered since 1998) and a small client base that results in relatively large average account sizes, which the brochure indicates supports individualized portfolio construction and quarterly reports with market commentary. The firm discloses that it does not vote client proxies (clients retain voting authority), does not accept third‑party referral or soft‑dollar compensation, and that advisor and family trading may occur with client orders allocated using Schwab’s daily average execution.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.5% $1,000,000+: Negotiable
Account minimum: $75,000
Main office
Irvine CA
Advisors at this office
1
Most active in
California
Also doing business as
Fjp Portfolio Management · Francisco Javier Pantoja · Pantoja, Francisco Javier · Pantoja, Francisco Javier As Fjp Portfolio Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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